-16.3%
UNH vs FOXA
+117.6%
-133.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.2% | -3.5% | -2.4% |
| 7D | -4.5% | +0.8% | -5.3% | -4.5% |
| 30D | -6.5% | +5.0% | -11.6% | -6.5% |
| 3M | -6.0% | -3.0% | -3.0% | -6.0% |
| 6M | +33.7% | +14.8% | +18.9% | +33.9% |
| YTD | +16.4% | -8.9% | +25.3% | +16.4% |
| 1Y | +10.1% | +13.3% | -3.2% | +11.0% |
| 3Y | -16.3% | +115.4% | -131.7% | -20.5% |
| All | -16.3% | +117.6% | -133.9% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded FOXA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling